Hiring Relationship Officer – Insurance Jobs in Suri

Full-time @Max Life Insurance
  • Suri, West Bengal
  • Apply Before : September 26, 2022
  • Salary: ₹17,000.00 - ₹22,000.00 / Monthly

Job Detail

  • Job ID 242211

Job Description

Leading company Max life insurance is hiring for Relationship Officer – Bancassurance in Suri West Bengal for sales job in bank, Kindly go throw below job details and get apply.

 

Job Title: Relationship Officer (Bancassurance – Sales Jobs in Bank)

Department: Bancassurance / Banca Jobs

Reporting To: Cluster Manager

Location: Suri West Bengal

Job type: Fulltime job with MAX Life Insurance

 

KEY RESPONSIBILITIES:

  • Will be responsible for meeting sales target through Bank nearby Suri
  • Will be responsible for maintaining relationships with all constituents in the Bank Branch
  • Keeping accurate record of referrals received form all constituents in the bank branch.
  • Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
  • Shall approach him/herself at least 5 new customers in the bank branch local to Suri each day.
  • Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch’s customer base.
  • Drive effectively the Reward and recognition programs launched for the bank staff.
  • Shall rain the bank staff regularly on concepts in life insurance and new product introductions.

 

MEASURES OF SUCCESS:

  • Achieving Business Target milestones  AFYP / Blended premium, and no. of cases.
  • Relationship with Bank Branch Manager
  • Effective Lead generation and meet value / number targets assigned from Kolkata head office

 

MINIMUM / SPECIFIC EXPERIENCE:

  • Graduate in any discipline
  • 1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the fields of Banca, Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.
  • Local area knowledge of Suri West Bengal for customer meetings and document collections.
  • Good communication skills and presentation skills.
  • Local language reading and writing skills of Bengali  Hindi and English

 

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